Configuring Excel/MSQuery Data Sources

Before you can use MS Excel/MS Query 97 to get data from the Data Warehouse, you must configure it's data sources. You only need to do this once, the first time you connect to the Data Warehouse using Excel.

Step 1:

Start Excel 97

Step 2:

Select "Data" from the menu bar;
Click on "Get External Data";
Click on "Create New Query". 


Step 3:

Excel will prompt you to choose a Data Source;
Select "New Data Source";

Click "OK" 

Step 4:

 The "Create New DataSource" dialog box will appear 


Step 5:

Type "Data Warehouse" for the name of the data source and then select "Adaptive Server IQ 12" as the driver type.


Step 6:

Click on the "Connect" button. You will see the ODBC Configuration dialog box.

Enter "Data Warehouse" as the data source name.


Step 7:

Click on the Login tab.

Enter your User Id and Password


Step 8:

Click on the Database tab.

Enter "UCDWH1" as the Server Name and "dwh" as the Database Name.


Step 9:

Click on the Network tab.

Check TCP/IP and enter "host=sybserv2.ucop.edu:4201"

Click "OK"

 

Step 10:

At this point, you should be returned to the "Choose Data Source" dialog box;  select "Data Warehouse", the data source that you just created. This is the data source that you will use to connect to the Data Warehouse. You will see this data source listed every time you come back to this dialog box when connecting to the Data Warehouse.
Click "OK"  

 

 

November 11, 1999